CreativeOne Wealth, LLC
OVERLAND PARK KS · SEC CIK 0001739728
$43.06亿2026Q1 申报市值
1,171持仓数
19.2%前十大占比 · 第一大 2.4%
99 / 98新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CORO 新建仓+$5,493.49万
ESUM 加仓+$3,613.53万
GOVT 加仓+$2,721.22万
BLCR 新建仓+$1,723.50万
SPYM 加仓+$1,489.72万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$3,309.80万
AVEM 减仓-$2,116.89万
EFV 减仓-$1,675.48万
IAU 减仓-$1,339.47万
EMB 减仓-$964.75万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $178.63万 | 0.04% | 13,138 | -1,747 | -11.7% | -$23.75万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $179.00万 | 0.04% | 3,883 | -353 | -8.3% | -$16.27万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $179.22万 | 0.04% | 31,796 | -1,628 | -4.9% | -$9.18万 | 减仓 |
| — | UBS AG | $180.44万 | 0.04% | 10,868 | 1,374 | 14.5% | $22.81万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $180.48万 | 0.04% | 15,759 | -1,087 | -6.5% | -$12.45万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $181.38万 | 0.04% | 45,231 | 3,549 | 8.5% | $14.23万 | 加仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $182.17万 | 0.04% | 32,420 | 1,433 | 4.6% | $8.05万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $183.06万 | 0.04% | 30,184 | -678 | -2.2% | -$4.11万 | 减仓 |
| CF | CF INDS HLDGS INC | $184.45万 | 0.04% | 14,207 | 2,465 | 21.0% | $32.00万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $184.48万 | 0.04% | 48,016 | -4,228 | -8.1% | -$16.24万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $185.54万 | 0.04% | 4,752 | -1,073 | -18.4% | -$41.89万 | 减仓 |
| FRDM | EA SERIES TRUST | $186.27万 | 0.04% | 34,084 | 866 | 2.6% | $4.73万 | 加仓 |
| DTCR | GLOBAL X FDS | $186.66万 | 0.04% | 77,906 | 23,576 | 43.4% | $56.49万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $186.84万 | 0.04% | 55,000 | -2,137 | -3.7% | -$7.26万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $187.04万 | 0.04% | 47,377 | 22,179 | 88.0% | $87.56万 | 加仓 |
| TJX | TJX COS INC NEW | $187.09万 | 0.04% | 11,715 | 739 | 6.7% | $11.80万 | 加仓 |
| CSX | CSX CORP | $187.84万 | 0.04% | 45,758 | 8,959 | 24.3% | $36.78万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $187.88万 | 0.04% | 55,673 | -1,461 | -2.6% | -$4.93万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $189.30万 | 0.04% | 37,397 | 1,514 | 4.2% | $7.66万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $190.15万 | 0.04% | 29,421 | 16,720 | 131.6% | $108.06万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $192.24万 | 0.04% | 26,793 | -553 | -2.0% | -$3.97万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $192.44万 | 0.04% | 1,760 | -312 | -15.1% | -$34.11万 | 减仓 |
| VLUE | ISHARES TR | $193.76万 | 0.04% | 13,627 | 1,132 | 9.1% | $16.10万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $194.23万 | 0.05% | 71,070 | 329 | 0.5% | $8,992 | 加仓 |
| WAB | WABTEC | $195.64万 | 0.05% | 7,829 | -419 | -5.1% | -$10.47万 | 减仓 |
| USB | US BANCORP DEL | $196.25万 | 0.05% | 37,733 | -11,556 | -23.4% | -$60.10万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $196.29万 | 0.05% | 6,984 | 2,666 | 61.7% | $74.93万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $196.96万 | 0.05% | 23,802 | -211 | -0.9% | -$1.75万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $198.83万 | 0.05% | 68,070 | 42,413 | 165.3% | $123.89万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $200.58万 | 0.05% | 56,453 | 129 | 0.2% | $4,583 | 加仓 |
| KLAC | KLA CORP | $204.71万 | 0.05% | 1,390 | -447 | -24.3% | -$65.83万 | 减仓 |
| DVY | ISHARES TR | $205.29万 | 0.05% | 13,558 | 1,811 | 15.4% | $27.42万 | 加仓 |
| CTAS | CINTAS CORP | $206.30万 | 0.05% | 12,197 | 140 | 1.2% | $2.37万 | 加仓 |
| TFLO | ISHARES TR | $206.59万 | 0.05% | 40,804 | -7,678 | -15.8% | -$38.87万 | 减仓 |
| RYLD | GLOBAL X FDS | $207.74万 | 0.05% | 138,954 | 46,144 | 49.7% | $68.99万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $207.75万 | 0.05% | 82,985 | -4,979 | -5.7% | -$12.46万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $207.80万 | 0.05% | 35,089 | 6,919 | 24.6% | $40.97万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $208.82万 | 0.05% | 8,334 | -1,456 | -14.9% | -$36.48万 | 减仓 |
| HDV | ISHARES TR | $208.92万 | 0.05% | 15,394 | 13,488 | 707.7% | $183.06万 | 加仓 |
| — | VANECK ETF TRUST | $210.80万 | 0.05% | 73,270 | 1,309 | 1.8% | $3.77万 | 加仓 |
| SHOP | SHOPIFY INC | $210.97万 | 0.05% | 17,785 | 3,164 | 21.6% | $37.53万 | 加仓 |
| INTC | INTEL CORP | $212.62万 | 0.05% | 48,180 | 4,354 | 9.9% | $19.21万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $212.78万 | 0.05% | 19,525 | -7,386 | -27.4% | -$80.49万 | 减仓 |
| TQQQ | PROSHARES TR | $213.38万 | 0.05% | 51,195 | 1,377 | 2.8% | $5.74万 | 加仓 |
| EVRG | EVERGY INC | $213.67万 | 0.05% | 26,082 | 111 | 0.4% | $9,093 | 加仓 |
| STXF | EA SERIES TRUST | $214.75万 | 0.05% | 51,167 | 17,788 | 53.3% | $74.66万 | 加仓 |
| IJK | ISHARES TR | $215.26万 | 0.05% | 21,394 | 905 | 4.4% | $9.11万 | 加仓 |
| SPXL | DIREXION SHS ETF TR | $216.10万 | 0.05% | 11,688 | 2,988 | 34.3% | $55.25万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $216.15万 | 0.05% | 3,576 | 78 | 2.2% | $4.71万 | 加仓 |
| IWD | ISHARES TR | $219.96万 | 0.05% | 10,295 | 4,087 | 65.8% | $87.32万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $222.36万 | 0.05% | 72,905 | -8,514 | -10.5% | -$25.97万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $224.21万 | 0.05% | 29,183 | -10,101 | -25.7% | -$77.61万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $224.24万 | 0.05% | 48,865 | -1,144 | -2.3% | -$5.25万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $224.29万 | 0.05% | 6,997 | -373 | -5.1% | -$11.96万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $225.14万 | 0.05% | 48,979 | -1,489 | -3.0% | -$6.84万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $225.88万 | 0.05% | 143,690 | 12,673 | 9.7% | $19.92万 | 加仓 |
| LQD | ISHARES TR | $226.81万 | 0.05% | 20,810 | 545 | 2.7% | $5.94万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $227.03万 | 0.05% | 31,562 | 1,789 | 6.0% | $12.87万 | 加仓 |
| HSY | HERSHEY CO | $227.38万 | 0.05% | 10,938 | 4,197 | 62.3% | $87.25万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $228.03万 | 0.05% | 41,749 | 3,863 | 10.2% | $21.10万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $228.82万 | 0.05% | 8,064 | -850 | -9.5% | -$24.12万 | 减仓 |
| IWP | ISHARES TR | $229.35万 | 0.05% | 17,901 | -25,664 | -58.9% | -$328.80万 | 减仓 |
| IGSB | ISHARES TR | $229.44万 | 0.05% | 43,653 | 23,120 | 112.6% | $121.52万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $231.23万 | 0.05% | 20,932 | -10,559 | -33.5% | -$116.64万 | 减仓 |
| IEFA | ISHARES TR | $231.84万 | 0.05% | 25,609 | 461 | 1.8% | $4.17万 | 加仓 |
| FLEX | FLEX LTD | $232.11万 | 0.05% | 35,458 | -1,980 | -5.3% | -$12.96万 | 减仓 |
| IBTH | ISHARES TR | $232.49万 | 0.05% | 103,650 | 50,525 | 95.1% | $113.33万 | 加仓 |
| DGRO | ISHARES TR | $233.16万 | 0.05% | 33,223 | -62 | -0.2% | -$4,351 | 减仓 |
| — | HONEYWELL INTL INC | $233.41万 | 0.05% | 10,326 | 1,650 | 19.0% | $37.30万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $233.91万 | 0.05% | 79,237 | 49,132 | 163.2% | $145.04万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $234.50万 | 0.05% | 36,463 | -3,137 | -7.9% | -$20.17万 | 减仓 |
| CME | CME GROUP INC | $235.34万 | 0.05% | 7,968 | -1,958 | -19.7% | -$57.83万 | 减仓 |
| EME | EMCOR GROUP INC | $236.20万 | 0.05% | 3,199 | 651 | 25.5% | $48.07万 | 加仓 |
| SIL | GLOBAL X FDS | $237.18万 | 0.06% | 26,330 | 23,180 | 735.9% | $208.81万 | 加仓 |
| CWB | SPDR SERIES TRUST | $239.71万 | 0.06% | 26,192 | 516 | 2.0% | $4.72万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $239.73万 | 0.06% | 60,234 | 5,740 | 10.5% | $22.85万 | 加仓 |
| SO | SOUTHERN CO | $240.52万 | 0.06% | 24,920 | 300 | 1.2% | $2.90万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $242.68万 | 0.06% | 21,906 | 8,509 | 63.5% | $94.26万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $242.72万 | 0.06% | 15,008 | -1,060 | -6.6% | -$17.14万 | 减仓 |
| CERY | SPDR SERIES TRUST | $244.87万 | 0.06% | 69,486 | 26,067 | 60.0% | $91.86万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $245.30万 | 0.06% | 79,617 | 3,569 | 4.7% | $11.00万 | 加仓 |
| CRM | SALESFORCE INC | $246.96万 | 0.06% | 13,230 | -120 | -0.9% | -$2.24万 | 减仓 |
| ABT | ABBOTT LABS | $248.57万 | 0.06% | 24,211 | -865 | -3.4% | -$8.88万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $249.34万 | 0.06% | 25,847 | 4,345 | 20.2% | $41.92万 | 加仓 |
| NOW | SERVICENOW INC | $251.07万 | 0.06% | 24,014 | 6,898 | 40.3% | $72.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $257.57万 | 0.06% | 5,240 | 202 | 4.0% | $9.93万 | 加仓 |
| FISR | SSGA ACTIVE TR | $258.15万 | 0.06% | 100,370 | 27,098 | 37.0% | $69.70万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $258.19万 | 0.06% | 57,313 | 8,635 | 17.7% | $38.90万 | 重新持有 |
| PAVE | GLOBAL X FDS | $259.00万 | 0.06% | 50,974 | 4,397 | 9.4% | $22.34万 | 加仓 |
| SHV | ISHARES TR | $261.34万 | 0.06% | 23,674 | -10,249 | -30.2% | -$113.14万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $263.12万 | 0.06% | 34,994 | 20,764 | 145.9% | $156.12万 | 加仓 |
| IEF | ISHARES TR | $266.00万 | 0.06% | 27,871 | 530 | 1.9% | $5.06万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $266.97万 | 0.06% | 25,827 | 2,488 | 10.7% | $25.72万 | 加仓 |
| TXN | TEXAS INSTRS INC | $267.44万 | 0.06% | 13,775 | -484 | -3.4% | -$9.40万 | 减仓 |
| GIS | GENERAL MLS INC | $267.51万 | 0.06% | 71,873 | 16,184 | 29.1% | $60.24万 | 加仓 |
| QLTA | ISHARES TR | $269.20万 | 0.06% | 56,567 | -14,117 | -20.0% | -$67.18万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $271.56万 | 0.06% | 156,792 | 138,022 | 735.3% | $239.05万 | 加仓 |
| ASML | ASML HOLDING N V | $273.47万 | 0.06% | 2,070 | -222 | -9.7% | -$29.33万 | 减仓 |
| WELL | WELLTOWER INC | $273.66万 | 0.06% | 13,841 | -481 | -3.4% | -$9.51万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $275.98万 | 0.06% | 118,853 | 781 | 0.7% | $1.81万 | 加仓 |